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Private Client Advisor — Wealth Planning & Digital Solutions
Job in
Lynnwood, Snohomish County, Washington, 98037, USA
Listed on 2026-05-26
Listing for:
TwinThread
Full Time
position Listed on 2026-05-26
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
J.P. Morgan Chase in Lynnwood is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to a diverse clientele. The ideal candidate will possess excellent relationship-building skills, ensure client satisfaction, and exhibit integrity in all dealings.
This role requires at least 2 years of Financial Advisor experience along with specific licenses, including Series 7 and Series 66. A Bachelor's degree and CFP certification are preferred. A commitment to client education and financial coaching is essential.
The position offers competitive compensation and opportunities for growth within a globally recognized financial institution.
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